Thomas Gayner - Markel Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
Holdings Activity Buys Sells    History
Holding/activity history for  American Express Co. (AXP)
← All AXP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 490,450 1.24 Add 0.40% <0.01 $290.97–339.98 · VW $315.81i $148,351,316 SEC
2025   Q4 488,500 1.44 Add 0.88% 0.01 $307.65–387.49 · VW $334.68i $180,720,576 SEC
2025   Q3 484,250 1.31 $332.16 $160,848,479 SEC
2025   Q2 484,250 1.31 $318.98 $154,466,065 SEC
2025   Q1 484,250 1.16 $269.05 $130,287,464 SEC
2024   Q4 484,250 1.27 $296.79 $143,720,559 SEC
2024   Q3 484,250 1.18 $271.20 $131,328,600 SEC
2024   Q2 484,250 1.10 $231.55 $112,128,089 SEC
2024   Q1 484,250 1.09 $227.69 $110,258,883 SEC
2023   Q4 484,250 0.99 $187.34 $90,719,396 SEC
2023   Q3 484,250 0.87 $149.19 $72,245,258 SEC
2023   Q2 484,250 1.00 $174.20 $84,356,350 SEC
2023   Q1 484,250 1.02 $164.95 $79,877,038 SEC
2022   Q4 484,250 0.96 $147.75 $71,547,939 SEC
2022   Q3 484,250 0.97 $134.91 $65,331,000 SEC
2022   Q2 484,250 0.96 $138.62 $67,127,000 SEC
2022   Q1 484,250 1.08 $187.00 $90,555,000 SEC
2021   Q4 484,250 0.92 $163.60 $79,223,000 SEC
2021   Q3 484,250 1.03 $167.53 $81,126,000 SEC
2021   Q2 484,250 1.02 Add 0.02% <0.01 $157.25–179.67 · VW $167.63i $80,012,000 SEC
2021   Q1 484,150 0.95 Add 0.04% <0.01 $135.13–160.69 · VW $151.98i $68,478,000 SEC
2020   Q4 483,950 0.88 $120.91 $58,514,000 SEC
2020   Q3 483,950 0.83 $100.25 $48,515,000 SEC
2020   Q2 483,950 0.86 $95.20 $46,072,000 SEC
2020   Q1 483,950 0.78 Add 0.56% <0.01 $67.00–116.40 · VW $92.82i $41,431,000 SEC
2019   Q4 481,250 0.84 Add 2.11% 0.02 $107.00–138.13 · VW $118.35i $59,911,000 SEC
2019   Q3 471,300 0.85 Add 4.50% 0.04 $111.06–122.43 · VW $117.87i $55,746,000 SEC
2019   Q2 451,000 0.86 Add 15.05% 0.11 $113.89–129.34 · VW $121.20i $55,671,000 SEC
2019   Q1 392,000 0.72 Add 1.55% 0.01 $106.68–120.88 · VW $114.09i $42,846,000 SEC
2018   Q4 386,000 0.71 $95.32 $36,793,000 SEC
2018   Q3 386,000 0.70 $106.49 $41,105,000 SEC
2018   Q2 386,000 0.71 $98.00 $37,828,000 SEC
2018   Q1 386,000 0.69 $93.28 $36,006,000 SEC
2017   Q4 386,000 0.74 $99.31 $38,334,000 SEC
2017   Q3 386,000 0.71 $90.46 $34,918,000 SEC
2017   Q2 386,000 0.70 $84.24 $32,516,000 SEC
2017   Q1 386,000 0.70 $79.11 $30,536,000 SEC
2016   Q4 386,000 0.70 $74.08 $28,595,000 SEC
2016   Q3 386,000 0.65 $64.04 $24,719,000 SEC
2016   Q2 386,000 0.63 $60.76 $23,454,000 SEC
2016   Q1 386,000 0.65 $61.40 $23,700,000 SEC
2015   Q4 386,000 0.74 $69.55 $26,846,000 SEC
2015   Q3 386,000 0.77 Add 5.18% 0.04 $70.21–78.40 · VW $73.42i $28,614,000 SEC
2015   Q2 367,000 0.73 Add 1.66% 0.01 $71.71–81.92 · VW $76.78i $28,523,000 SEC
2015   Q1 361,000 0.73 Add 3.44% 0.02 $76.53–83.54 · VW $79.93i $28,201,000 SEC
2014   Q4 349,000 0.83 $93.04 $32,471,000 SEC
2014   Q3 349,000 0.89 $87.54 $30,551,000 SEC
2014   Q2 349,000 0.98 $94.87 $33,110,000 SEC
2014   Q1 349,000 1.00 Reduce 0.99% 0.01 $83.99–94.35 · VW $89.95i $31,420,000 SEC
2013   Q4 352,500 1.04 Reduce 0.49% <0.01 $82.63–93.62 · VW $89.18i $31,982,000 SEC
2013   Q3 354,237 0.95 Reduce 3.72% 0.04 $72.08–86.19 · VW $81.36i $26,752,000 SEC
2013   Q2 367,936 1.03 Reduce 0.05% <0.01 $71.47–78.63 · VW $74.00i $27,507,000 SEC
2013   Q1 368,135 0.97 Reduce 1.01% <0.01 $61.51–77.39 · VW $71.54i $24,835,000 SEC
2012   Q4 371,898 0.94 Reduce 0.53% <0.01 $55.47–63.00 · VW $60.21i $21,377,000 SEC
2012   Q3 373,897 1.00 Reduce 0.08% <0.01 $53.02–59.40 · VW $56.11i $21,260,000 SEC
2012   Q2 374,196 1.09 Reduce 0.90% <0.01 $53.18–59.73 · VW $57.07i $21,782,000 SEC
2012   Q1 377,595 1.08 Reduce 2.58% 0.03 $51.54–61.42 · VW $56.26i $21,848,000 SEC
2011   Q4 387,595 1.05 Reduce 0.17% <0.01 $45.89–54.45 · VW $51.08i $18,283,000 SEC
2011   Q3 388,264 1.13 Add 0.00% $41.30–52.35 · VW $47.23i $17,433,000 SEC
2011   Q2 388,263 1.13 Reduce 2.22% 0.02 $42.03–53.80 · VW $48.51i $20,073,000 SEC
2011   Q1 397,059 1.05 Add 0.00% $42.19–51.97 · VW $48.59i $17,947,000 SEC
2010   Q4 397,058 1.01 Reduce 0.27% <0.01 $41.25–46.93 · VW $43.92i $17,042,000 SEC
2010   Q3 398,124 1.09 Reduce 0.01% <0.01 $37.33–44.27 · VW $41.61i $16,733,000 SEC
2010   Q2 398,173 1.14 Add 0.00% $37.13–45.68 · VW $40.89i $15,807,000 SEC
2010   Q1 398,172 1.10 Reduce 0.05% <0.01 $37.36–49.19 · VW $42.14i $16,429,000 SEC
2009   Q4 398,371 1.18 Add 0.00% $36.60–43.25 · VW $39.35i $16,142,000 SEC
2009   Q3 398,370 1.06 Add 0.00% $31.68–42.20 · VW $38.57i $13,505,000 SEC
2009   Q2 398,369 0.92 Reduce 0.12% <0.01 $22.00–34.50 · VW $30.11i $9,258,000 SEC
2009   Q1 398,867 0.59 Add 0.00% $9.71–28.45 · VW $21.00i $5,436,000 SEC
2008   Q4 398,865 0.68 Reduce 0.50% <0.01 $11.44–24.86 · VW $16.12i $7,398,000 SEC
2008   Q3 400,864 0.96 Reduce 0.02% <0.01 $16.55–41.80 · VW $27.22i $14,202,000 SEC
2008   Q2 400,929 1.04 Add 0.00% $35.10–47.47 · VW $40.75i $15,103,000 SEC
2008   Q1 400,928 1.01 Reduce 0.59% <0.01 $39.50–52.63 · VW $46.16i $17,528,000 SEC
2007   Q4 403,288 1.13 $52.02 $20,979,000 SEC
Price snapshot:
Current price$354.43
Avg. buy price$71.33
+/- since buy396.89%
52-week low$285.29
52-week high$384.36